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Konten disediakan oleh Elite Consulting Partners. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Elite Consulting Partners atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Greatest Hits - Amidst Acquisition Chaos

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Manage episode 433097716 series 2815497
Konten disediakan oleh Elite Consulting Partners. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Elite Consulting Partners atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Today’s show highlights include:

*The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses.

*Strategies and advice for advisors feeling disempowered by decisions made for their businesses.

*Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend.

*Essential questions advisors must answer objectively before considering a move.

*The critical importance of removing emotional influences from decision-making during the transition process.

Today’s conversation between Frank and Stacey offers a comprehensive exploration of the challenges and opportunities facing independent financial advisors amidst a landscape marked by widespread acquisition activity. Through their insights, listeners gain invaluable strategies for maintaining control over their businesses, navigating the complexities of acquisitions, and making informed decisions to safeguard their independence. With practical advice and actionable takeaways, this episode equips advisors with the tools they need to thrive in an evolving industry landscape, empowering them to secure their autonomy and drive their businesses forward with confidence.

  continue reading

220 episode

Artwork
iconBagikan
 
Manage episode 433097716 series 2815497
Konten disediakan oleh Elite Consulting Partners. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Elite Consulting Partners atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Today’s show highlights include:

*The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses.

*Strategies and advice for advisors feeling disempowered by decisions made for their businesses.

*Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend.

*Essential questions advisors must answer objectively before considering a move.

*The critical importance of removing emotional influences from decision-making during the transition process.

Today’s conversation between Frank and Stacey offers a comprehensive exploration of the challenges and opportunities facing independent financial advisors amidst a landscape marked by widespread acquisition activity. Through their insights, listeners gain invaluable strategies for maintaining control over their businesses, navigating the complexities of acquisitions, and making informed decisions to safeguard their independence. With practical advice and actionable takeaways, this episode equips advisors with the tools they need to thrive in an evolving industry landscape, empowering them to secure their autonomy and drive their businesses forward with confidence.

  continue reading

220 episode

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